HOL08_EN - Exploring Your Core Email and Collaboration Serviced Migration

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    HOL08 Exploring Your Core

    Email and CollaborationServices Migration

    Version 3.1

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    Lab Scenario Introduction

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    Lab Background

    Rainpole Systems is a public cloud hosting company, which offers cloud services to SMB & Enterprise organizations . Rainpole

    Systems currently offers Zimbra Collaboration services along with a complete suite of cloud based business solutions. Rainpole

    is receiving a significant amount of demand for their services from organizations that want to move their core applications to the

    cloud, while still maintaining control and minimizing end user disruption. The lab participant will take on the role of the Rainpole

    Zimbra Collaboration Suite (ZCS) Administrator that has been tasked with onboarding a new customer that is currently running anon-premis e Exchange service. The customer is already running a number of other cloud applications from Rainpole and now

    wants to migrate a pilo t group of Exchange us ers to the ZCS service. Once the pilot users have been migrated they wish carry out a

    series of tests to demonstrate how ZCS and Exchange can interoperate and also how ZCS integrates with the other cloud

    services they currently procure from Rainpole and other public cloud applications . As the ZCS Admin you wil l have to prepare your

    systems for migration and then migrate the pilot users . Your post-migration tasks include the validation of the interoperabil ity of

    Zimbra and Exchange features and the confirmation of the availabi lity of additional cloud s ervices for the end users accessing

    Zimbra.

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    Zimbra Collaboration Server

    Messaging and Collaboration use has exploded and as a result workers can spend the majority of their time interfacing with their

    messaging application. But while messaging usage has changed, the majority of the solutions on the market today were built prior

    to advent of the World-Wide Web. If you were instead to start from scratch, as we did at Zimbra Col laboration Server, you might

    reconsider certain of these fundamental architectural decisions:

    Search Search engines have redefined the way we manage large datasets: organization via folders is far less efficient than

    automated pre-indexing and very fast (nearly instantaneous) search across mess ages, contacts, documents, meetings , and so

    on. With richer search criteria, saved searches (a.k.a. virtual folders) provide yet another powerful mechanism toward a more

    auto-organizing mailbox better sui ted to todays volumes.

    Server centric deployment Messaging and collaboration has become a miss ion critical application and as such, the store of

    record mus t be a secure, managed server rather than the more-vulnerable PC client. Server-centric architecture also affords

    easier access across a range of PC and mobile devices.

    Richer end-user functionality - At the same time as the Internet has pumped up mes sage volumes , near universal connectivity

    and software innovation have expanded the scope of what users expect from mess aging & collaboration servers.

    Mobility As the Smartphone has emerged as an Internet device, end-users Justifiably expect their email, address book, calendar,

    etc. to be automatically synchronized over the air from the server, generally without having to install special-purpose clients on

    their device.

    Inter-application communications via XML, SOAP, REST - Open bindings allow other business applications to directly access the

    messaging and collaboration services (such as to check presence or send a work request) so that it need no longer be a black

    box that does not play well with others.

    Storage management Email administrators are under increasing pressure to cheaply accommodate ever larger mailbox quotas.

    The answer lies in leveraging commodity storage and archiving solutions (e.g. hierarchical storage management/HSM) without

    sacrificing user experience or reliability. Also key is s ingle-copy message s torage, avoiding redundantly storing copies of the same

    mess age as well as any attachments as it is delivered to multiple users.

    Cloud Deployments Mess aging and collaboration is easi ly packaged as a service that can be subscribed to across a network,

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    thereby leaving the specialized job of server and storage adminis tration to experts. SaaS, however, places special requirements on

    the server software: multi-tenancy, delegated administration, intra-server security, automated provisioning.

    Now that we have shared some of the reasons why customers choose Zimbra Collaboration Server, it is im portant for an

    organizatino to get an overview of the steps a hosting/cloud provider would follow to migrate a customer from Exchange to Zimbra.

    They are:

    Prepare Zimbra installation for a New Customer

    Configuration of Zimbra and Exchange Integration Features.

    Exchange Migration tool and the process of Migrating an Exchange Mailbox to Zimbra platform

    Verification of a Successful Zimbra Migration

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    Chapter 1: Preparing Zimbrafor the New Customer

    Migration

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    Create the new customer Domain and Class of Service

    This lesson wi ll teach you how to prepare the Rainpole cloud system running the Zimbra software for the Nephosoft migration. In

    this lesson, we will:

    Launch the Zimbra Migration Virtual Machine

    Log into the Administration Console and create a new Domain 'nephosoft.com' for the new customer. Create Class of Service with specific features and configuration enabled for Nephosoft.com

    Create a New Account called [email protected].

    If you are prompted to run a Windows Update at any time during this Lab, Please select a duration of4 Hours and click the

    [POSTPONE] button.

    Launch the Zimbra Migration Virtual Desktop

    This lab is run from a Windows 7 virtual machine which is connected to all of the servers involved in the migration. I or to begin thislab we must Launch an RDP connection to the Windows 7 system we wi ll use to perform the migration from Exchange to Zimbra.

    Please begin by launching the Zimbra Migration RDP connection to our Windows 7 virtual machine.

    Please select Restart Later if and only if you are prompted to restart at any time during this lab.

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    Login to the Windows 7 Migration system as Administrator

    If you see a request to Update Windows at any time during this Lab, Please select a duration of4 Hours and click the [POSTPONE]button.

    Please enter the password VMware1!and click OK to get started.

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    Access the Zimbra Admin Console

    Click on the shortcut Zimbra Admin Console

    Login as the Zimbra Admin

    Enter Username: admin

    Enter Password: VMware1!

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    Access Domains management on the Zimbra Server

    Under Configuration, click on Domains

    Create a new Domain

    Under Manage Dom ains tab, click New

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    Name the Domain

    Enter Domain nam e: nephosoft.com

    Complete the creation of the new Domain

    Click Finish

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    Add a Class of Service Policy for the new Domain

    Under Configuration, click on Class of Service

    Create the new Class of Service

    Under Manage Classes of Service tab, Click New

    Name the Class of Service

    Enter Display Name: Nephosoft-policy

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    Select the features which are included in the new Domain's Class of Service

    Click on Features and enable all the Features for Nephosoft.com

    Save the new Class of Service

    Click Save

    Create a new Account in the new Domain

    Click on Accounts

    Click New

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    Enter the Account information

    Follow the steps:

    1. Account Name: [email protected] Make sure that nephosoft.com is selected from the drop-down menu

    2. Firs t name: Demo

    3. Last nam e:Account

    4. Pas sword: VMware1! Scroll down to find the "Password" field

    5. Confirm Password: VMware1!

    6. Click Finish

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    Chapter 2: Configure theZimbra Exchange Integration

    Features

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    Integrate Zimbra and Exchange GAL and Free /Busy services

    In the previous lesson, you created the Domain and Clas s of Service for the Nephosoft.com cus tomer being m igrated to the

    Rainpole cloud. Since the typical migration is carried out with a phased approach, this less on will teach you how to:

    1. Integrate the nephosoft.com Global Address List (GAL) with the Exchange server.

    2. Configure schedule availability a.k.a. Free/Busy information with Exchange to give Zimbra users the ability to see the free/busy

    information of the users s till on Exchange.

    Select the newly created Domain

    Under Configuration, Domains, select nephosoft.com from the Domains Lis t

    Enter the GAL configuration tool

    Click on the Configure GAL button

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    Configure GAL integration with the existing Active Directory server

    Note: It is necessary to input the data in the fields though they may appear to already contain the information.

    Configure the following:

    1. Select GAL mode: External from the drop-down menu

    2. Verify GAL sync account name: [email protected]

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    3. For Server Type, select Active Directory from the drop-down menu

    4. For LDAP URL, enter the name of the Exchange server: 192.168.110.109

    5. Verify LDAP search base: dc=nephosoft,dc=com

    6. Click Next

    Configure the GAL search Settings

    Note: It is necessary to input the data in the fields though they may appear to already contain the information.

    Configure GAL Search Settings:

    1. Check the box Use DN/Password to bind to external server

    2. For Bind DN:Administrator

    3. For Bind Password: VMware1!

    4. For Confirm bind password: VMware1!

    5. Click Next6. Click Next again to advance to the next screen

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    Test to confirm Zimbra can access the External Active Directory GAL

    1. For Please provide a search term, enteruser1

    2. Click Test

    3. Click Finish and now your external GAL setup is complete.

    Configure User Calendar Free/Busy (availability) integration with Exchange

    Under Manage Domain, select Free/Busy Interop tab

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    Enter the Exchange Free/busy access Information

    Note: It is necessary to input the data in the fields though they may appear to already contain the information.

    1. For Microsoft Exchange Server URL, enter192.168.110.109

    2. For Microsoft Exchange Authorization Scheme: Basic

    3. Microsoft Exchange Server Type: WebDav

    4. Microsoft Exchange User Name: vmware

    5. Microsoft Exchang User Password: VMware1!

    6. O and OU used in legacyExchangeDN attribute:/o=First Organization/ou=Exchange Administrative Group

    (FYDIBOHF23SPDLT)

    7. Click Save

    8. Please logout of the Administration Console and Exit the browser

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    Chapter 3: Configure theMigration Tool and Migrate a

    user from Exchange to Zimbra

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    Configuration of the Exchange Migration Tool

    Prior to starting the migration of an acount from Exchange to Zimbra, we have to configure the Migration tool with all the

    authentication details of the Exchange and Zimbra servers. This tool is typically used to migrate all the user data from the

    Exchange server to Zimbra. The tool can be used to migrate one user at a time or a batch of users. In this les son, you will:

    1. Launch the Microsoft Exchange Wizard

    2. Setup the tool with Exchange and Zimbra server credentials.

    Launch the Exchange Migration Wizard

    Double-Click on the Shortcut forExchange Migration Wizard on the Desktop and click Next

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    Enter the Zimbra Server Destination information

    1. Enter Hostname of the Zimbra server: 192.168.110.135

    2. Enter the Admin Port: 7071

    3. Use Secure Connection (SSL): Please check the option

    4. Username and Password of the administration account: Username: admin, Password: VMware1!

    5. Click Next

    6. You will get a warning to whether to continue with Invalid certificate. SelectYes

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    Select the target Domain for the Migration

    1. In the Destination domain dialog, select the Zimbra domain for accounts to be migrated to: nephosoft.com

    2. Click Next

    Select an existing Migration profile

    Choose an existing MAPI Profile created on the system.

    1. Click on Launch Profile Chooser

    2. Choose MigrationtoZCS

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    3. Click OK

    4. You will get an authentication window, type: Username: vmware, Password: VMware1! and click OK

    5. Click Next

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    Executing the Migration from Exchange to Zimbra

    Prior to starting the migration of acounts from Exchange to Zimbra, we mus t configure the Migration tool with all the authentication

    details of the Exchange and Zimbra servers. This tool is typically used to migrate all the us er data from the Exchange server to

    Zimbra. The tool can be used to migrate one user at a time or a batch of users. In this lesson, you will:

    1. Execute the migration of an account from Exchange to Zimbra

    Select the user to be migrated

    In the Source and Destination Mailboxes dialog we begin by selecting a user to be migrated.

    Click Object Picker

    In the Object name text box, enter the username User 3, click 'Check Names', and select User 3

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    Click OK

    The list of accounts to migrate is now displayed in the Source & Destination Mailboxes tool

    Click Next

    Observe the wizard's check if the account exists

    Migration Wizard checks i f these accounts exist on the Zimbra server or not.

    Click Next

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    Configure the Class of Service and data to be migrated

    Now we arrive at the Account Provisioning s creen since user3 does not exist on the Zimbra server. Follow the steps below:

    1. Select COS nephosoft-policy2. Set Initial Password for users: zimbra

    3. Click Next

    4. User3 account is created. Click Next

    5. Import all Items

    6. Click Next

    7. Under Import Options, don't select Import Junk Mail & Import Deleted Items

    8. Click Next

    9. Click Next again until you are asked to begin the import.

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    Start the Migration

    Select OK to begin the Import process.

    Monitor the Migration

    Monitor Progress of the Import Process . This user account has a fair amount of content. It may take a few minutes for the migration

    to complete. You may wish to view the Log File when the process is finished. You can click Finish when the migration is complete.

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    Chapter 4: Verify Zimbra andExchange Interoperability

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    Test the Zimbra and Exchange GAL and Free/Busy integration

    Once the migration is com plete, we want to log into the Zimbra Server as an End-user and ensure that the Zimbra Exchange

    Integration is working correctly. In this lesson, we will:

    1. Verify the External GAL integration with the Exchange server.

    2. Verify the Free/Busy Interop with Exchange so the Zimbra users can see Free/busy information of the users s till on Exchange.

    Access the Zimbra Web Client

    Double Click on the Zimbra Web Client

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    Login to a test account

    Enter Username: [email protected]

    Password: VMware1!

    Click Log In

    Access the Zimbra Calendar

    Select the Calendartab

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    Create a new Calendar Event

    Click New to create a New Appointment

    Configure the Event Data

    In the New Appointment Screen:

    1. Set Subject to: Staff Meeting

    2. Select Start and End Date in the near future in the current week

    3. Select Start time: 10:00 AM

    4. Click Attendees

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    Test the GAL lookups while adding users from both Zimbra and Exchange to the Calendar Event

    From the Select Attendee screen:

    1. Select [email protected] and click To: (Note: user3 is on the Zimbra server)

    2. Select [email protected] and click To: (Note: user2 is on the Exchange server)

    3. Click OK4. In the free/busy window, you will see Free/Busy information for user2 and user3.

    This shows that you were able to retrieve Free/busy information for both users on Exchange and Zimbra, so the calendar free/busy

    interop between Exchange and Zimbra is working. Also, when you selected user3 and user2 from Attendee lis t, this shows the

    external GAL with Exchange is working as well.

    Both these are important during a phased migration of data from Exchange to Zimbra.

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    Review the Free/Busy information in the Zimbra Calendar Scheduler for both Exchange and Zimbra users

    1. In the Free/Busy area, you will see Free/Busy information for user2 and user3.

    These steps have shown the following:

    You were able to retrieve Free/busy information for both users on Exchange and Zimbra, so the calendar free/busy interop

    between Exchange and Zimbra is working.

    When you selected user3 and user2 from Attendee list, this shows the external GAL with Exchange is working as well.

    Both these are important during a phased migration of data from Exchange to Zimbra.

    You may click Close to dismiss the calendar invite compos ition. It is not necess ary to Save the event. Please Log Out of Zimbra

    and Exit the Browser.

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    Chapter 5: Verify CloudApplications access within

    Zimbra

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    Confirm 3rd party Cloud applications integration with Zimbra

    Now that you have success fully configured Zimbra to run s ide-by-side with Exchange and migrated a mailbox from Exchange to

    Zimbra, it will be important to highlight some key features in Zimbra which allow for integration of 3rd party/Cloud applications . In

    this lesson, you will:

    1. Log into an End-user account on Zimbra

    2. Get a Preview of examples of Webservices based integration with external applications.

    Access the Zimbra Web Client

    Double Click on the Zimbra Web Client

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    Login to Zimbra using an account with a Class of Service configured with multiple 3rd party cloud apps

    Enter Username: appintegration

    Password: VMware1!

    Click: Log In

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    Test integration with other Public and Private Cloud services

    1. Select the Message from Chris Smith

    2. Change the orientation of the message view panes by selectiing the menu option named ViewReading Pane On The

    Right

    3. Select the message from Jack Donaghy

    4. Scroll down and float your mouse cursor overMr. Donaghy's email address and observe that Zimbra is consulting the

    address book in order to display the addressee's contact information

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    5. Float your mouse over the text next Friday in the message and observe that Zimbra is presenting the information from this

    account's calendar for the next Friday from the m essage date.

    6. Right-click the P.O. number beginning with GR7 in the message in order to see an integration with an internal purchasing

    system. You may choose to approve, reject, or view an example PO.

    7. You may log out of the Zimbra Web Client and Exit the Browser.